Annette Pulbrook Financial Planner Report

Name:
Annette Pulbrook

Rep Number:
000432562

Status:
Current

First Advice:
2013

Disciplinary action:
No action

Most Recent Role:
2016-03-01 onwards

Licensee
Name:

Number:
000229892

ABN:
23 065 921 735

Controlled By:

Appointed By
Name:
Lifespan Financial Planning Pty Ltd

Licence Number:
000229892

ABN:
23 065 921 735

May advise on following product areas:
Non-basic Deposit Products
Non-Cash Deposit Products
Old Law Securities Options Contracts and Warrants Securities
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
International Institute of Technology
Advanced Diploma Financial Services
University of Newcastle
Bachelor of Commerce
University of Adelaide
Professional Certificate SMSF
SMSF Association
SMSF Specialist Adviser

Memberships
CPA Australia (CPA)
SMSF Association
Tax Payers Australia